ControlAxis CRM
The CRM built for real service workflow.
Track customers, jobs, follow-up, and activity in one system built for service teams that need more than a simple contact database.
Pipeline
Custom stages
Built around your sales process
History
One record
Customers, jobs, notes, and invoices together
Automation
Follow-up logic
Status-based reminders and outreach
Access
Office + field
Important records available anywhere
Live view
See the CRM in the platform.
Real CRM screens from the current ControlAxis workspace.
Calendar and workflow view inside ControlAxis. Jobs, timing, follow-up, and service stages stay tied to the same operating record.
Best features
Why teams choose the CRM.
Customer timeline
See leads, notes, estimates, jobs, invoices, and follow-up in one place.
Pipeline control
Use stages, queues, and reminders that match your actual process.
Automation-ready
Trigger follow-up, reminders, and internal actions based on status.
Interactive demo
Click through the CRM flow.
Custom stages, follow-up timing, and job flow in one workspace.
Custom pipeline control
Track leads, estimate timing, hold queues, and next actions from one CRM view.
- Stages matched to your real sales process
- Follow-up visibility by customer and job
- Shared workflow across office and field teams
Customer history tied to jobs, invoices, revenue, and follow-up.
One complete customer record
See customer activity, job history, notes, invoices, and performance in one place.
- One timeline for every customer interaction
- Jobs and invoices tied to the same record
- Clear handoff between sales and operations
Status-driven reminders and workflow actions tied to the CRM.
Automation that actually fits service workflow
Trigger reminders, internal tasks, and customer communication from real status changes.
- Estimate reminders and no-response follow-up
- Internal alerts when jobs change state
- Communication logic tied to the real workflow
See the CRM live.
Book a walkthrough of pipeline control, customer history, and automation inside the platform.